Microsoft Corporation
On Macro Voices’ show, Larry McDonald argued that CFOs are aggressively issuing equity via convertible bonds, likening the pace to late 2021 and implying insiders smell trouble; he grouped this with notable selling and secondaries across large tech names, framing a shift from momentum to value as supply hits the market 1. Erik Townsend echoed the concern from a different angle, saying prominent AI founders and major private tech firms are racing to sell equity to the public at the same time, reinforcing the idea of a transfer from momentum to value as retail absorbs issuance 1. McDonald further criticized passive index dynamics and S&P/Nasdaq inclusions as increasingly gameable amid mega-cap IPOs/secondaries, contrasting today’s trillion‑scale listings with earlier eras to call it a failure of common sense 1.
From the window to Jul 1, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position in august 2026.
Mentions
12 in August 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jack Farley 5 mentions
- Max Wiethe 4 mentions
- Jeff Keller 2 mentions
- Warren Pies 2 mentions
- Dan Nathan 2 mentions
- Robin Wigglesworth 1 mention
- Guy Adami 1 mention
- Gary Bohm 1 mention
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